Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA-CREF Lifecycle 2060-Inst in their Schedule of Assets, totaling $929K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. PAUL MN | 1,014 | $178.2M | $560K |
| 2 | DARLINGTON SCHOOL DARLINGTON SCHOOL DC PLAN | ROME GA | 201 | $43.3M | $268K |
| 3 | BERWICK ACADEMY BERWICK ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN |
SOUTH BERWICK ME |
| 216 |
| $33.7M |
| $51K |
| 4 | FRAUNHOFER USA FRAUNHOFER USA 403(B) PLAN | PLYMOUTH MI | 67 | $18.4M | $50K |